With this app, iFAST advisers and clients can view their investment holdings and cash account balances anytime and anywhere from their phones or tablets. Investment holdings include unit trusts, Discretionary Portfolio Management Solutions (DPMS) portfolios, exchange-traded funds, stocks, and bonds.
Clients and supervisors can also approve transactions created by advisers, streamlining the transaction submission process across desktop and mobile.
About iFAST Corp:
iFAST Corp (stock code: AIY) is an internet-based investment products distribution platform. Incorporated in 2000 in Singapore and listed on the SGX Mainboard in December 2014, iFAST Corp is also present in Hong Kong, Malaysia, China and India. The Group provides a comprehensive range of investment products and services to financial advisory (FA) firms, banks, financial institutions, multinational companies, as well as retail and high net worth (HNW) investors in Asia.
Dengan aplikasi ini, penasihat iFAST dan pelanggan boleh melihat pegangan pelaburan dan baki akaun tunai bila-bila masa dan di mana sahaja dari telefon atau tablet mereka. Pegangan pelaburan termasuk unit amanah, portfolio Penyelesaian Pengurusan Portfolio Diskretion (DPMS), dana pertukaran saham, stok, dan bon.
Pelanggan dan penyelia juga boleh meluluskan transaksi yang dibuat oleh penasihat, memperkemas proses penyerahan transaksi di seluruh desktop dan mudah alih.
Mengenai iFAST Corp:
iFAST Corp (kod saham: AIY) adalah platform pengedaran produk pelaburan berasaskan internet. Diperbadankan pada tahun 2000 di Singapura dan disenaraikan di Papan Utama SGX pada bulan Disember 2014, iFAST Corp juga hadir di Hong Kong, Malaysia, China dan India. Kumpulan menyediakan rangkaian produk dan perkhidmatan pelaburan yang komprehensif kepada firma penasihat kewangan (FA), bank, institusi kewangan, syarikat multinasional, serta pelabur bernilai tinggi dan runcit (HNW) di Asia.